Wolff Financial Management’s Phillips 66 PSX Stock Holding History

Wolff Financial Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Hold	1,815	–	–	0.06%	90
2026 Q1	$331K	Hold	1,815	–	–	0.07%	85
2025 Q4	$234K	Hold	1,815	–	–	0.05%	96
2025 Q3	$247K	Hold	1,815	–	–	0.06%	92
2025 Q2	$217K	Hold	1,815	–	–	0.06%	94
2025 Q1	$224K	Hold	1,815	–	–	0.06%	91
2024 Q4	$207K	Hold	1,815	–	–	0.06%	92
2024 Q3	$239K	Buy	+1,815	New	+$245K	0.06%	92
2024 Q2	–	Sell	-1,815	Closed	-$296K	–	76
2024 Q1	$296K	Hold	1,815	–	–	0.09%	83
2023 Q4	$242K	Hold	1,815	–	–	0.07%	88
2023 Q3	$218K	Buy	+1,815	New	+$204K	0.07%	90
2020 Q1	–	Sell	-2,110	Closed	-$235K	–	83
2019 Q4	$235K	Hold	2,110	–	–	0.16%	78
2019 Q3	$216K	Buy	+2,110	New	+$211K	0.16%	78

Other funds holding PSX

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wolff Financial Management's PSX Position: Q2 2026 in Review

Wolff Financial Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,815 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #90.

Wolff Financial Management first reported a position in PSX in Q3 2019 and has held it in 13 quarters since. The position peaked at $331K in Q1 2026. 468 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Wolff Financial Management held 1,815 shares of Phillips 66 worth $307K as of Q2 2026.
Wolff Financial Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of Wolff Financial Management's portfolio in Q2 2026, its #90 holding.
Wolff Financial Management first reported a position in Phillips 66 in Q3 2019 and has held it in 13 quarters since.
Wolff Financial Management's Phillips 66 position peaked at $331K in Q1 2026.
468 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.